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iShares Core S&P Mid-Cap ETF

1,299 hedge funds and large institutions have $34.8B invested in iShares Core S&P Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 539 increasing their positions, 470 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,299
Holders Change
+11
Holders Change %
+0.85%
% of All Funds
28.53%
Holding in Top 10
247
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.41%
% of All Funds
5.42%
New
77
Increased
539
Reduced
470
Closed
56
Calls
$242M
Puts
$20.5M
Net Calls
+$222M
Net Calls Change
+$55.4M
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
401
Advisory Services Network
Georgia
$5.57M
MWM
402
Merriman Wealth Management
Washington
$5.52M +$4.86M +125,875 +739%
LNB
403
Ledyard National Bank
$5.5M +$51.8K +1,340 +0.9%
NCM
404
Novare Capital Management
North Carolina
$5.5M -$139K -3,600 -2%
SLT
405
St Louis Trust
Missouri
$5.5M
MPW
406
MA Private Wealth
California
$5.45M -$838K -21,685 -13%
CA
407
Crewe Advisors
Utah
$5.45M +$1.44M +37,180 +36%
QCG
408
Quadrant Capital Group
Ohio
$5.39M -$1.95M -50,605 -27%
MC
409
Middleton & Co
Massachusetts
$5.38M +$52.4K +1,355 +1%
N
410
Natixis
France
$5.38M +$212K +5,495 +4%
HCC
411
Hirtle Callaghan & Co
Pennsylvania
$5.31M
APSP
412
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.25M +$29K +750 +0.6%
LFAS
413
Level Four Advisory Services
Texas
$5.24M -$1.2M -31,060 -19%
GHCM
414
Glen Harbor Capital Management
California
$5.22M +$216K +5,600 +4%
MSAM
415
Moloney Securities Asset Management
Missouri
$5.2M -$2.56M -66,320 -33%
CCT
416
Country Club Trust
Missouri
$5.2M +$324K +8,435 +7%
BA
417
Bristlecone Advisors
Washington
$5.13M -$889K -23,000 -15%
PCFFS
418
Pacific Center for Financial Services
California
$5.12M +$421K +10,900 +9%
Chevy Chase Trust
419
Chevy Chase Trust
Maryland
$5.04M -$232K -6,010 -4%
Millennium Management
420
Millennium Management
New York
$5.03M +$1.64M +42,355 +48%
VFP
421
Verus Financial Partners
Virginia
$5.02M +$2.73M +70,755 +119%
Squarepoint
422
Squarepoint
New York
$5.02M +$3.31M +85,750 +195%
NGA
423
Naples Global Advisors
Florida
$5.02M +$268K +6,925 +6%
CI
424
Cavalier Investments
Georgia
$5.01M -$258K -6,670 -5%
HMC
425
Harvard Management Company
Massachusetts
$5M -$169K -4,370 -3%